Navis Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Navis Wealth Advisors, LLC
- $99.6 Million
- Q1 2025
A detailed history of Navis Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 7,627 shares of PEJ stock, worth $368,384. This represents 0.37% of its overall portfolio holdings.
Number of Shares
7,627
Previous 7,623
0.05%
Holding current value
$368,384
Previous $397,000
6.55%
% of portfolio
0.37%
Previous 0.44%
Shares
16 transactions
Others Institutions Holding PEJ
# of Institutions
114Shares Held
1.78MCall Options Held
1.2KPut Options Held
7K-
Kingsview Wealth Management, LLC Grants Pass, OR220KShares$10.6 Million0.24% of portfolio
-
Prudential PLC London, England, X0211KShares$10.2 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC198KShares$9.58 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC129KShares$6.25 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA112KShares$5.41 Million0.0% of portfolio